# Wilson David Investment Advisors

Wilson David Investment Advisors is a Multi Family Office based in Aiken, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Aiken, United States
- **Region:** North America
- **Address:** null
- **Assets under management:** Undisclosed
- **Website:** https://wilsondavid.com/
- **LinkedIn:** https://www.linkedin.com/company/wilson-david-investment-advisors

## Regulatory record

- **CRD number:** 172841
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172841

## About

Wilson David Investment Advisors is an independent, fee-only, state-registered investment advisory firm. It offers wealth management, financial planning, CFP services, and specialized products for individuals and businesses. The firm also provides tax preparation and IRS tax resolution and delivers personalized attention to help clients reach their financial goals.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- Kathy Hauer — CFP
- Martin Lunn
- Kathy Hauer — CERTIFIED FINANCIAL PLANNER and IRS Enrolled Agent
- Martin Lunn — investment advisor

## Questions

### What investment strategies does Wilson David focus on?

The firm targets three primary asset classes: private credit, real estate, and hedge funds. These strategies are common among multi-family offices seeking to provide diversification and alternative-asset exposure for high-net-worth clients.

### Are there any publicly known deals or portfolio companies associated with Wilson David?

No specific portfolio companies, deal sizes, or co-investment partners have been publicly attributed to Wilson David. The firm does not disclose its direct investments or fund commitments.

### Does Wilson David Investment Advisors disclose its AUM?

No. Wilson David does not publicly report its assets under management. Its AUM band display is listed as 'Undisclosed' in the Altss profile.

### Is the founding principal(s) of Wilson David publicly named?

No. The firm has not disclosed the identity of its founders or management team in any accessible public sources. This lack of transparency distinguishes it from more established multi-family offices.

## Related profiles

- [DBAY Advisors Limited](https://altss.com/profile/dbay-advisors-limited)
- [AMIJAG Advisors LLC](https://altss.com/profile/amijag-advisors-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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